Graves Light Lenhart Wealth’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,921
| Closed | -$85K | – | 469 |
|
|
2022
Q2 | $85K | Hold |
6,921
| – | – | 0.01% | 251 |
|
|
2022
Q1 | $94K | Hold |
6,921
| – | – | 0.01% | 277 |
|
|
2021
Q4 | $104K | Hold |
6,921
| – | – | 0.01% | 293 |
|
|
2021
Q3 | $104K | Hold |
6,921
| – | – | 0.02% | 269 |
|
|
2021
Q2 | $106K | Hold |
6,921
| – | – | 0.02% | 270 |
|
|
2021
Q1 | $104K | Buy |
6,921
+2,850
| +70% | +$42.8K | 0.02% | 268 |
|
|
2020
Q4 | $62K | Buy |
+4,071
| New | +$62K | 0.01% | 340 |
|